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ABOUT THE COMPANY At TEAM Services Group, we believe in empowering individuals to live life on their terms. As a national leader in household employment and home care solutions, we champion the self-directed care model, giving seniors and individuals with disabilities the freedom to choose the caregivers and service providers who best fit their needs. Backed by General Atlantic, we are on a mission to transform home care with compassion, innovation, and a people-first approach. In 2024, TEAM NY joined the TEAM family, bringing its expertise in coordinating personal care for thousands of Chinese-American, dual-eligible Medicare-Medicaid patients in New York City. As TEAM’s largest acquisition, TEAM NY is highly visible within the portfolio and is pursuing ambitious growth targets. We like to win, but we also have fun doing it: we have a close-knit culture and prioritize having fun while doing good for the community. The work is mission driven, and our team genuinely cares to make a difference in our community and beyond. We are looking for a driven, dynamic teammate to help scale TEAM NY to the next level. This role is an opportunity to help shape our overall business strategies and operations. If you thrive in a fast-paced, mission-driven environment where winning and having fun go hand in hand, you will fit right in. ROLE SUMMARY We are seeking to fill a Strategy and Operations role to help drive key company initiatives, including AI implementation, digitization, and workflow optimization. This is a high-impact, high-ownership role ideal for someone who thrives in fast-paced environments, enjoys relationship-oriented work, loves solving complex problems, and wants to see the immediate impact (both from a financial and mission lens) of their work. You will work directly with senior leadership and functional leaders to execute joint initiatives and resolve operational issues. This role sits at the intersection of strategy, operations, analytics, and AI innovation, with significant visibility and opportunities for growth. WHAT YOU’LL NEED TO DO ● Lead strategic operations initiatives across clinical, coordination, compliance, and administrative teams. ● Identify, map, and improve manual workflows through digitization, automation, and process redesign. ● Lead AI implementation by identifying use cases, coordinating pilots, tracking adoption, and documenting outcomes. Partner with leaders and general managers across the business to identify high-value transformation opportunities and turn them into scalable AI and automated solutions. ● Work with internal teams and vendors to implement digital tools, automations, dashboards, and AI-enabled workflows. ● Create and maintain SOPs, workflow guides, training materials, and implementation playbooks. ● Track project milestones, risks, dependencies, user feedback, and measurable impact. ● Support staff training, change management, and post-launch troubleshooting to ensure sustainable adoption. QUALIFICATIONS & EXPERIENCE ● 2-4+ years in management consulting, investment banking, strategy/ops, or high-growth startup operations ● Strong analytical skills with experience interpreting complex data and producing clear insights ● Experience preparing executive-ready presentations, memos, or external communications ● Demonstrated ability to influence and build trust with diverse stakeholders ● Fluent in English and Mandarin (spoken) CRITICAL ATTRIBUTES ● Owner Mindset: Takes responsibility, anticipates next steps, and drives outcomes ● Fast + Accurate: Produces high-quality work under time pressure ● Detail-Oriented: Tracks issues rigorously and ensures follow-through across multiple teams ● Resourceful: Thrives in unstructured environments; solves ambiguous problems ● People-Savvy: Effective with frontline teams and external partners ● Mission-Driven: Passionate about improving healthcare services for elderly Asian communities ● Culturally Fluent: Mandarin required (spoken); Cantonese a plus BENEFITS Company-sponsored medical, dental, and vision plan for employees and their dependents, 401(k) participation after 3 months of continuous service, life insurance, long-term disability coverage and employee assistance program. In addition to accrued vacation time and sick time, 10 paid federal holidays. LOCATION Flushing, New York (~30-45 minutes from Manhattan). In-person 4 days/week.

Position Summary\n RockFarmer Properties is seeking an experienced Real Estate Acquisitions Associate to help source, evaluate, structure, and execute investments across a diverse range of property types and strategies. This is a hands-on role for a transaction professional who can move fluidly between relationship-driven sourcing, rigorous underwriting, investment judgment, and closing execution. \n The Associate will take meaningful ownership of transactions from initial screening through closing, partner closely with senior management on investment strategy, and serve as a day-to-day leader for analysts and external deal teams. The successful candidate will be comfortable forming an independent view, communicating it clearly, and advancing multiple complex opportunities at once. \n Key Responsibilities\n · Source and evaluate acquisition opportunities through brokers, owners, lenders, operating partners, and other market relationships; build and maintain an actionable pipeline. \n · Lead initial screening and develop clear investment theses, including fit with the firm’s return objectives, strategy, risk parameters, and capital plan. \n · Own underwriting and financial modeling across acquisition, development, and value-add scenarios, including cash flows, debt and equity structures, sensitivities, waterfalls, and downside cases. \n · Manage transaction diligence from launch through closing, coordinating legal, tax, engineering, environmental, zoning, insurance, financing, and other third-party workstreams. \n · Prepare investment committee memoranda and presentations; synthesize key opportunities, risks, mitigants, returns, and open items, and present recommendations to senior decision-makers. \n · Support and, where appropriate, lead negotiations of letters of intent, purchase agreements, joint venture terms, financing documents, and other transaction materials alongside senior management and counsel. \n · Develop capitalization strategies and evaluate debt, preferred equity, joint venture, and other partnership structures; cultivate relationships with lenders and capital partners. \n · Partner with asset management, development, construction, accounting, and legal teams to validate business plans and ensure a disciplined transition from acquisition to execution. \n · Review and guide analyst work product, establish clear deadlines and quality standards, and contribute to the continued improvement of underwriting tools, diligence processes, and market intelligence. \n · Support investor materials, portfolio-level analysis, and evaluation of new markets, asset classes, and investment strategies. \n Qualifications & Experience\n · 4–7 years of relevant experience in NYC multi-family real estate acquisitions, investment banking, private equity, principal investing, development, or a closely related transaction-focused role. \n · Demonstrated experience underwriting and executing real estate transactions; direct exposure to sourcing and closing investments is strongly preferred. \n · Advanced financial modeling skills, including property-level cash flows, development budgets, debt sizing, return sensitivities, and joint venture waterfalls. \n · Strong command of real estate valuation, capital markets, due diligence, transaction structuring, and investment risk analysis across one or more property sectors. \n · Experience with institutional investors, family offices, lenders, operating partners, or other sophisticated capital providers. \n · Working knowledge of development economics, zoning, pre-development analysis, construction budgeting, and entitlement considerations. \n · Experience with affordable housing, public subsidies, tax incentives, or other governmental programs is a plus. \n · Established industry relationships in New York City and the broader tri-state market are highly valued; experience in additional U.S. markets is a plus. \n · Bachelor’s degree in finance, real estate, economics, accounting, or a related field; advanced degree or relevant professional designation is a plus. \n · Advanced proficiency in Excel and PowerPoint; experience with ARGUS Enterprise and relevant market data platforms preferred. \n · Proficiency in various AI software What Success Looks Like\n · Consistently advances well-vetted opportunities supported by thoughtful, defensible underwriting and a clear investment point of view. \n · Anticipates issues, drives diligence and documentation proactively, and keeps internal and external stakeholders aligned through closing. \n · Builds trusted relationships across the market and expands the firm’s access to proprietary and selectively marketed opportunities. \n · Raises the quality and efficiency of the acquisitions function through sound judgment, strong communication, and constructive leadership of junior team members. Core Attributes\n · Commercial judgment and intellectual curiosity, with the ability to identify both value-creation opportunities and material downside risks. \n · Ownership mindset: organized, accountable, responsive, and comfortable operating with appropriate autonomy. \n · Persuasive written and verbal communication, including the ability to present complex analyses succinctly to senior audiences. \n · Relationship-oriented and credible with brokers, owners, lenders, partners, consultants, and colleagues. \n · High standards for accuracy and detail, balanced with the ability to prioritize and make decisions in a fast-moving environment. \n · Collaborative, an abundance mind-set and a genuine interest in coaching and developing more junior professionals.

Job Description Commercial Finance Advisor | Capital Advisory & Business Development Location: Rockville Centre, NY (In Office and/or Remote) Employment Type: Full-Time, Part-Time Compensation: Uncapped Commission + Performance Bonuses + Significant Long-Term Growth Opportunities Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence. This is not a traditional bank Relationship Manager position and it is not a salaried portfolio-management role. We are selecting experienced professionals who want to leverage their commercial banking background and relationships to build a long-term Capital Advisory practice on the Evolution platform. Founded in 2015, Evolution Capital Group has facilitated more than $700 million in financing for businesses and investors. Our platform provides Capital Advisors with access to a broad range of bank, non-bank, institutional, private credit, and direct investment solutions. Instead of being limited by one bank's credit box, product set, geographic appetite, or balance sheet, our advisors can evaluate the client's entire capital need and work with our underwriting and capital teams to identify an appropriate solution. Who We're Looking For We are particularly interested in professionals with backgrounds such as: • Commercial Relationship Managers, • Business Banking Relationship Managers, • Middle-Market Bankers, • Commercial Loan Officers, • SBA Business Development Officers, • Commercial Real Estate Lenders, • Treasury Management / Cash Management professionals with strong business-owner relationships, • Private Credit or Commercial Finance professionals The ideal candidate has spent several years developing trusted relationships with business owners and commercial clients and understands how to identify financing opportunities through those relationships. An existing network or book of commercial relationships is strongly preferred. What You'll Do As a Capital Advisor on the Evolution platform, you will: • Develop and manage relationships with business owners, investors, and referral partners., • Identify financing and capital needs within your existing and developing network., • Advise clients across a significantly broader financing platform than a traditional single-bank product set., • Work alongside Evolution's underwriting and transaction team to structure, package, and execute transactions., • Develop relationships with CPAs, attorneys, bankers, wealth advisors, M&A professionals, insurance professionals, and commercial real estate professionals., • Build a recurring book of commercial finance and advisory relationships., • Represent the Evolution brand professionally within the business community. Capital Solutions Our platform provides access to solutions including: Commercial Finance • Term Loans, • Business Lines of Credit, • Asset-Based Lending, • Accounts Receivable & Inventory Financing, • Revenue-Based Financing, • Factoring Government & Bank Lending • SBA 7(a), • SBA 504, • Conventional Commercial Lending Real Estate • Commercial Real Estate Financing, • Investment Real Estate, • Bridge Financing, • Construction & Transitional Financing Corporate & Private Credit • Acquisition Financing, • Private Credit, • Structured Credit, • Growth Capital, • Select Direct Investment Opportunities Why Experienced Commercial Bankers Are a Strong Fit Commercial bankers often spend years building valuable relationships but remain limited by the products and credit appetite of a single institution. Evolution provides a broader platform. When a transaction doesn't fit one lender's credit box, the conversation doesn't necessarily end. Our advisors can work with Evolution's underwriting and capital network to evaluate multiple financing structures and potential capital sources while maintaining the client relationship. Our goal is to help experienced relationship managers evolve from representing one institution's balance sheet to advising clients across the broader commercial capital markets. The Evolution Platform Advisors are supported by a professional infrastructure designed to help them originate and execute transactions. Our team includes experienced CPAs, CFP® professionals, commercial bankers, underwriters, and finance professionals. Evolution provides: • Centralized underwriting and deal assessment, • Transaction packaging and lender presentation, • Capital-source relationships, • Deal structuring support, • Transaction and closing coordination, • CRM and technology infrastructure, • Professional branding and marketing support, • Office and conference facilities, • Broad commercial finance product access You build and own your relationships. We help you execute. The Right Candidate This opportunity is best suited for someone who: • Has meaningful commercial banking or commercial finance experience., • Has an established network of business owners and professional referral relationships., • Understands financial statements, credit, cash flow, and commercial lending fundamentals., • Is comfortable developing new business and maintaining long-term client relationships., • Has an entrepreneurial mindset., • Wants greater product flexibility than a traditional banking environment provides., • Values professional, relationship-driven advisory over transactional selling., • Wants to build a long-term book of business under a sophisticated financial platform. Important: This Is Not a Traditional Employment Position We are not hiring traditional salaried bank employees. We are selecting a limited number of Capital Advisors who will represent the Evolution brand and build their own commercial advisory practices utilizing our platform. Compensation is performance-based and designed to reward advisors for the business and relationships they develop. For the right commercial banking professional, this represents an opportunity to transition from managing relationships for one financial institution to building a long-term advisory practice supported by a broad capital platform. About Evolution Evolution Capital Group was founded in 2015 to provide businesses and investors with sophisticated access to commercial capital. Since inception, our team has facilitated more than $700 million in financing across commercial lending, private credit, real estate, acquisition financing, asset-based lending, and specialty finance. Capital. Advisory. Execution. Work Location: Hybrid remote in Rockville Centre, NY 11570 \nCompany Description Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution. The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM. By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals, • Final job level/title will be determined based on the selected candidate's qualifications, experience, and demonstrated capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/level will be communicated to the selected candidate at the time of offer Customer Accountabilities: • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity, • Models quality service delivery at every interaction, • Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: • Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience, • Participates fully as a member of the team and contribute to a positive work environment, • May provide leadership, training, and guidance to other team members, • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest, • Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional, • Moving safely in confined spaces Occasional, • Lifting/Carrying (under 25 lbs.) Occasional, • Lifting/Carrying (over 25 lbs.) Occasional, • Squatting Occasional, • Bending Occasional, • Kneeling Occasional, • Crawling Occasional, • Climbing Never, • Reaching overhead Occasional, • Reaching forward Occasional, • Pushing Occasional, • Pulling Occasional, • Twisting Occasional, • Concentrating for long periods of time Continuous, • Applying common sense to deal with problems involving standardized situations Continuous, • Reading, writing and comprehend

Job Description "Don't ever let somebody tell you you can't do something. Not even me. You got a dream, you protect it." In The Pursuit of Happyness Will Smith played a man who worked 100 percent commission with no salary, no guarantee, and no safety net. He protected his dream anyway. That was 1981. In 2026 a salary is no longer the safety net people think it is. The cost of living has outpaced what a fixed income can provide and anyone building a life in New York already knows it. The only real security is what you build for yourself. That is what this role offers. Who We Are Premium Merchant Funding is one of the largest brokerage platforms in the alternative lending industry. Twelve years ago we were one office. Today we are 26 offices spread across 4 countries, with international lender partners, 30+ capital products, more than $7 billion in funded deals, and a new headquarters at 1 New York Plaza. We take pride in the fact that every one of those 26 offices is run by someone who started in this exact role. At PMF we fund American business when the big banks tell them no. We support restaurants, contractors, trucking companies, clinics, retailers, the real operators who need capital in days, not quarters. What You Do Simple. We provide warm leads from business owners who are already looking for capital. You generate the funding application and build the relationship from those leads. Our closers bring it home. Right now the economy is driving more business owners to us than ever and our leads are up 200 percent. We have the systems, the products, and the team to back you up. Why Alternative Lending? Alternative lending is where the capital went when the banks started pulling back, and it is still growing in 2026. Non-bank private capital now funds American businesses that traditional credit will not touch, and that gap widens every time lending and regulation standards tighten. It moves faster than investment banking, it pays on execution instead of tenure, and it does not ask you to hand over your twenties and thirties in exchange for a title. Every file is a different business, a different owner, and a different problem for you to solve. Your career will advance based on the deals you close and the book of business you build, not on the years you clock in. What Success Looks Like? On Target Earnings. Year one OTE $60,000-125,000. Year two OTE of 100,000-250,000 A Book You Own. Most sales jobs reset to zero on the first of the month. This one does not. Your clients return and refer, which is why the third year on the desk looks nothing like the first. A Growing Industry. Alternative lending is expanding while traditional credit tightens. You are getting on the elevator on the way up, in a business where the deal flow grows with the economy's pressure, not against it. The Floor. Fresh Meadows, Queens, located in the Utopia Center: A team that competes to be the top office in the company every single day and celebrates when it wins. Who Thrives Here Sales professionals. If you have worked the door, the phone, or the floor, you already have the foundation and you will ramp faster than anyone. Veterans and college athletes. Disciplined, accountable, and built for environments where performance is the only scoreboard. A significant number of our office managers come from this background. Campus leaders and recent graduates. If you ran an organization, led a room, or held peers accountable, you already think like someone who belongs on this floor.

Job Description AI Transformation Associate Flushing, NY | In-Person 4 Days per week (1 day remote) Note: Mandarin/Cantonese & English bilingual skills heavily preferred. About the Opportunity We are a rapidly growing healthcare and home care services organization focused on improving outcomes for seniors and individuals with disabilities through self-directed care models. Following a major NYC expansion, we're investing heavily in operational transformation, AI adoption, workflow automation, and scalable process improvement initiatives. This is a high-visibility role working directly with senior leadership to modernize operations across clinical, compliance, coordination, and administrative functions. The environment is fast-paced, entrepreneurial, mission-driven, and highly collaborative. You will get to dive head-first into a new frontier and one of the fastest growing career skill-sets which will set you up for a bright future, within a mission driven organization that serves those in need. Profile Overview: We are seeking an AI Transformation Associate to help lead operational transformation initiatives focused on AI implementation, analytics, digitization, workflow optimization, and scalable process improvement. This role sits at the intersection of operations, strategy, analytics, and emerging AI technologies. You will partner cross-functionally with leadership and operational teams to identify inefficiencies, implement practical automation solutions, and improve organizational workflows at scale. Key Responsibilities: • Lead operational improvement initiatives across clinical, compliance, care coordination, and administrative teams, • Identify manual workflows and redesign processes through automation, digitization, and AI-enabled solutions, • Partner with leadership to identify high-impact AI use cases and oversee pilot implementation, adoption tracking, and workflow integration, • Coordinate with internal stakeholders and external vendors on systems, dashboards, automations, and operational tooling, • Develop SOPs, implementation playbooks, workflow documentation, and training materials, • Track project timelines, dependencies, operational risks, adoption metrics, and measurable business impact, • Translate ambiguous operational problems into scalable, actionable solutions Desired Qualifications: • 2-5+ years of experience in management consulting, investment banking, business operations, strategy, AI implementation, or high-growth startup environments., • Experience working with AI tools (Claude Code, Chat GPT, LangChain, etc.), workflow automation, or operational technology implementations., • Strong analytical and problem-solving capabilities with the ability to synthesize complex information into actionable insights., • Experience preparing executive-facing presentations, reports, or communications., • Strong interpersonal skills with the ability to influence cross-functional stakeholders., • Fluent in Mandarin and English (spoken). Compensation & Benefits: • Competitive compensation package., • Medical, dental, and vision coverage., • 401(k) with company participation., • Paid holidays, vacation, and sick time., • High-growth environment with strong visibility and career progression opportunities.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Deliver an outstanding experience to Chase business clients

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent., • Reading and speaking in both English and Polish is required for this role. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Work Location: East Meadow, New York, United States of America Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals Customer Accountabilities: • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity, • Models quality service delivery at every interaction, • Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: • Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience, • Participates fully as a member of the team and contribute to a positive work environment, • May provide leadership, training, and guidance to other team members, • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest, • Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional, • Moving safely in confined spaces Occasional, • Lifting/Carrying (under 25 lbs.) Occasional, • Lifting/Carrying (over 25 lbs.) Occasional, • Squatting Occasional, • Bending

You have a solid understanding of DTC and SWIFT message types used in Asset Servicing workflows and bring prior experience in the Financial Services industry, preferably across Custody Asset Servicing and Fund Services, Markets or Prime Brokerage, and/or Securities Lending. This is the team for you. As a Securities Services Announcement Capture Analyst within the Announcement Capture Team at JPMorganChase, you will be responsible for processing high-risk, complex voluntary corporate action events. Your primary focus will be to manage the capture and validation of corporate action information across key milestones through event completion. Given the team's support of multiple internal lines of business serving large institutional clients, the role is critical to interpreting market nuances and proactively managing the risks associated with market announcements throughout the full event lifecycle. In this role, you will partner closely with global stakeholders including Middle Office teams, Client Service Managers, product partners, and regional processing teams to support day-to-day operational execution. You will monitor and analyze service performance, identify trends and root causes, and drive continuous improvements in service delivery between JPMorgan Chase and its clients by leveraging enterprise systems and digital tools. You will coordinate across local and global operational teams to ensure timely escalation, effective issue management, and efficient resolution. Our mission is to deliver a world-class service experience at every client touchpoint and achieve industry-leading quality through consistently measurable and proven service performance. Job responsibilities • Review incoming corporate action events from multiple sources (e.g., SWIFT messages, agent emails, offer documents) and create and maintain corporate actions, including mergers, repurchase offers, exchange offers, and optional dividends., • Execute routine and non-routine corporate action announcement processes with moderate to advanced complexity, applying intermediate to advanced subject matter expertise., • Diagnose operational issues and provide technical or process resolutions within defined guidelines and limited autonomy., • Serve as the primary point of contact for subscribers via Operations, Middle Office, and Client Service teams, ensuring timely and accurate responses., • Perform End-of-Day (EOD) control checks to confirm all work is completed accurately and risks are identified, escalated, and managed appropriately., • Publish daily, weekly, and monthly metrics to key stakeholders, highlighting trends, risks, and performance against targets., • Recommend and support process improvements to reduce manual touchpoints and increase efficiency through standardization and automation opportunities., • Maintain flexibility to work extended hours and rotating shifts as required to meet business demands and client expectations, consistently performing under pressure. Required qualifications, capabilities and skills • Apply a solid understanding of DTC and SWIFT message types, specifically the message formats used in Asset Servicing workflows., • Demonstrate experience with Asset Servicing operating systems and platforms (e.g., IMActions, TCS BANCS); third-party vendor management experience., • Work closely with business partners and collaborate effectively with stakeholders across all levels of the organization., • Remain flexible and deliver against tight deadlines by organizing, prioritizing, and managing workload effectively., • Operate effectively in large-scale, high-volume environments and support multi-stream programs with competing deliverables., • Apply strategic thinking while maintaining a strong focus on practical execution and measurable outcomes., • Use strong analytical and problem-solving skills to identify root causes, take initiative, drive change, and enhance controls., • Navigate a changing business landscape by adapting quickly, maintaining operational resilience, and supporting continuous improvement., • Communicate with strong oral, written, and presentation skills, clearly and consistently delivering strategic messages and linking them to team priorities, individual goals, and accomplishments., • Maintain extensive working knowledge of Microsoft Office, including Word, Excel, and PowerPoint. Preferred qualifications, capabilities and skills • Prior experience in the Financial Services industry, preferably across Custody Asset Servicing and Fund Services, Markets or Prime Brokerage, and/or Securities Lending., • Hold a relevant degree; alternatively, present a proven track record of performance that meets role requirements., • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts, • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances Required Qualifications, Capabilities and Skills • Minimum three years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred Qualifications, Capabilities and Skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment, • Bachelor's degree or equivalent work experience in sales and/or real estate This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Embark on a transformative journey with J.P. Morgan's U.S. Private Bank Summer Associate Program. This opportunity offers unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a team that values innovation and excellence. As a Summer Associate in the U.S. Private Bank, you will learn about our business while building your own expertise. In this nine-week internship program, you will focus on client engagement and new business generation. The program begins with a five-day orientation that introduces you to the firm and our Private Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of wealth management, including planning, investing, borrowing, and banking. As an ambassador for J.P. Morgan, you would start to build the key skills of client acquisition and retention through a broad set of solutions. Our dedicated program management group will provide guidance and feedback throughout the program to foster your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. We're looking for highly motivated individuals who are energetic and entrepreneurial with a desire to build a business. You should be a self-starter who thrives and excels in a competitive industry. You'll also have good judgment, discretion working with confidential information and integrity. Job Responsibilities • Work with our team of advisors and specialists to bring in new clients and to serve existing ones, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth, • Learn the fundamentals of the wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships., • Work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals. Required Qualifications, Capabilities and Skills • First-year M.B.A. candidates with 3+ years' work experience, • Attend college/university in the U.S., • Expected graduation date of December 2027 through June 2028, • Excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitask, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Genuine interest in financial markets and macro-level economic trends, • Desire to ultimately work with external clients in a relationship building and sales capacity, • Ability to thrive in a fast-paced, collaborative environment, • Highly inquisitive, focused, and pro-active, • Good judgment and discretion when working with confidential information Hiring Locations New York Metro • Garden City, NY (Long Island), • New York, NY (Manhattan) East Region • Baltimore, MD, • Boston, MA, • Cincinnati, OH, • Cleveland, OH, • Columbus, OH, • Greenwich, CT, • Philadelphia, PA, • Pittsburgh, PA, • Summit, NJ, • Washington D.C., • Westchester, NY Southeast Region • Atlanta, GA, • Charlotte, NC, • Fort Lauderdale, FL, • Miami, FL, • Palm Beach, FL South Region • Austin, TX, • Dallas, TX, • Fort Worth, TX, • Houston, TX, • New Orleans, LA, • San Antonio, TX Midwest Region • Birmingham, MI (Detroit Metro), • Chicago, IL, • Chicago Northshore, IL (Winnetka), • Indianapolis, IN, • Milwaukee, WI, • Minneapolis, MN, • St. Louis, MO West Region • Century City, CA (Los Angeles), • Las Vegas, NV, • Orange County, CA (Los Angeles), • Pasadena, CA (Los Angeles), • Salt Lake City, UT, • San Diego, CA, • San Francisco, CA, • Seattle, WA, • South Bay, CA (Los Angeles), • Walnut Creek, CA (East Bay), • West Lake Village, CA (Los Angeles) Please note that we will be filling our class on a rolling basis. We strongly encourage you to submit your application as early as possible. What We Do in the Private Bank Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking, and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our Private Banking Teams We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2024s "Best Private Bank in the World" and "Best Private Bank in North America" by Global Finance magazine. Build Long-Term Client Relationships For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies, and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks and using expert judgment to solve real-world challenges that impact the company, customers, and communities. The culture in Risk Management and Compliance is focused on thinking outside the box, challenging the status quo, and striving to be best in class. As a Real Estate Review Lead in the Valuation Services Group (VSG), you will provide real estate valuation risk support across various business lines, ensuring compliance with appraisal policies and regulations. VSG comprises two appraisal groups: Commercial Term Lending (CTL) Appraisal and Appraisal Services Group (ASG), both staffed by experienced real estate professionals. These groups provide comprehensive valuation services, including appraisals, reviews, and evaluations for real estate transactions. Job Responsibilities • Evaluate appraisals for commercial real estate collateral nationwide in accordance with JPMC policies, USPAP standards, and federal regulations., • Manage the full appraisal procurement and review process, including scope development, vendor engagement, and report review for compliance and credibility., • Maintain effective communication with vendors and internal partners to support timely progress and uphold appraisal independence and integrity., • Exercise sound judgment, proactive communication, problem-solving, and independent decision-making. Required Qualifications, Capabilities and Skills • State Certified General license., • Minimum of 10 years of experience performing and/or reviewing commercial appraisals., • Strong analytical, writing, and oral communication skills., • Proficiency in Microsoft Word and Excel., • Self-motivated, with efficient time management skills and the ability to meet deadlines., • Comprehensive understanding of USPAP and federal appraisal regulations. Preferred Qualifications, Capabilities and Skills • Four-year college degree; MAI or AI-GRS designation, or equivalent education/experience., • Collateral360/PARCEL experience is a plus., • Experience with leveraging AI tools. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Its history spans more than 200 years, and today it is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. JPMorganChase offers a competitive total rewards package, including base salary determined by the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. The company also offers benefits and programs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorganChase recognizes that its people are its strength and that the diverse talents they bring to the global workforce are directly linked to its success. The company is an equal opportunity employer and does not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Reasonable accommodations are available for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions throughout the world entrust it with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world.

RockFarmer Properties is seeking an experienced Real Estate Acquisitions Associate to help source, evaluate, structure, and execute investments across a diverse range of property types and strategies. NYC multi-family real estate acquisitions, investment banking, private equity, principal investing,

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66), • Possesses industry knowledge and an understanding of investment products, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications : • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education : • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Location: Long Island City, NY, US, 11101 Req ID: 58712 Category: Finance Position Title: Senior Analyst Financial Planning and Analysis Position Summary: The Senior Analyst Financial Planning and Analysis (FP&A) identifies, models and recommends ideas pertaining to financial risks and opportunities within the business, leveraging the Finance Team as well as cross-functional relationships. Among other responsibilities, the Senior Analyst manages short and long-term forecasts, understands the airline industry and JetBlue's strategy as it pertains to the competitive landscape and communicates financial plans and concepts to JetBlue crewmembers, including members of the Executive Leadership Team. Essential Responsibilities: • Drive departmental operating forecasting (short and long term), ensuring all department forecasts are accurate and communicated to department leadership, • Collaborate with Managers and above to provide strategic guidance and sound business decision support to cost center leaders through proper financial analysis, collaboration and critical thinking, • Prepare material to be presented to Executive Leadership and Board Members including the annual operating plan, quarterly earnings, and monthly business reviews, • Build and maintain strong relationships with the business, communicating effectively to ensure key stakeholders are informed and aligned on financial goals and results, • Fulfill and manage ad hoc requests including complex analysis as requested by Senior Management and projects requiring cross-functional coordination, • Other duties as assigned Minimum Experience and Qualifications: • Bachelor's degree in a related field; OR demonstrated capability to perform job responsibilities with a combination of a High School Diploma/GED and at least four (4) years of previous relevant work experience, • Three (3) years of financial modeling, working with financial systems, analytical reasoning and presentation experience in a professional setting (i.e. FP&A, Corporate Finance, Accounting, Investment Banking, Consulting, etc.), • Ability to work alongside and communicate effectively with different groups and organizational levels across JetBlue, • Ability to drive results under the tight deadlines, • Strong attention to detail and focus on accuracy, • Ability to multi-task across a variety of projects, departments and timelines, • Proficient Microsoft Office skills, particularly Excel and PowerPoint, • Available for occasional overnight travel (15%), • Must pass a pre-employment drug test, • Must be legally eligible to work in the country in which the position is located, • Authorization to work in the US is required, this position is not eligible for visa sponsorship Preferred Experience and Qualifications: • Master of Business Administration (MBA), Certified Public Accountant (CPA) or appropriate post-graduate degree or licensing, • Experience querying large data sets using Structured Query Language (SQL) and using analytical tools such as Tableau, • Effective communication across myriad channels and groups including Executive Leadership, • Advanced forecasting and modeling capabilities and financial systems expertise Crewmember Expectations: • Regular attendance and punctuality, • Potential need to work flexible hours and be available to respond on short-notice, • Able to maintain a professional appearance, • When working or traveling on JetBlue flights, and if time permits, all capable Crewmembers are asked to assist with light cleaning of the aircraft, • Must be an appropriate organizational fit for the JetBlue culture, that is, exhibit the JetBlue values of Safety, Caring, Integrity, Passion and Fun, • Promote JetBlue's #1 value of safety as a Safety Ambassador, supporting JetBlue's Safety Management System (SMS) components, Safety Policy and behavioral standards, • Identify safety and/or security concerns, issues, incidents or hazards that should be reported and report them whenever possible and by any means necessary including JetBlue's confidential reporting systems (Aviation Safety Action Program (ASAP) or Safety Action Report (SAR)) Equipment: Computer and other office equipment Work Environment: Traditional office environment Physical Effort: Generally not required, or up to 10 pounds occasionally, 0 pounds frequently. (Sedentary) Compensation: The base pay range for this position is between $88,000.00 and $132,000.00 per year. Base pay is one component of JetBlue's total compensation package, which may also include access to healthcare benefits, a 401(k) plan and company match, crewmember stock purchase plan, short-term and long-term disability coverage, basic life insurance, free space available travel on JetBlue, and more. JetBlue Airways is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, or any other legally protected basis. Nearest Major Market: Brooklyn Nearest Secondary Market: New York City

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions, • Recommends banking and investments strategies that align with client financial goals and needs, • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds, • Mitigates and controls risk as part of daily activities, • Identifies and engages potential new clients through referrals or financial center clientele, • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses, • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Sets and accomplishes goals, achieving whatever one sets their mind to, • Builds and nurtures strong relationships, • Collaborates effectively with others to get things done, • Communicates effectively and confidently and is comfortable engaging all clients, • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment, • Likes to learn, adapts to new information and seeks the right solutions for clients, • Efficiently manages time and capacity, • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients, • Must be able to work Monday through Friday and rotating Saturdays Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment, • Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), • Obtained insurance licenses Skills: • Account Management, • Advisory, • Client Experience Branding, • Customer and Client Focus, • Oral Communications, • Active Listening, • Attention to Detail, • Client Solutions Advisory, • Issue Management, • Pipeline Management, • Causation Analysis, • Client Management, • Policies, Procedures, and Guidelines, • Risk Management, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Flushing - 14476 Northern Blvd (NY5402), US - NY - Flushing - 3912 Main St - FLUSHING MAIN ST BC (NY5179) Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. And we're recognized for it Wells F

We are seeking a highly organized and proactive Deal Participations Closing and Monitoring Analyst to join our dynamic Middle Office - FinOps team. As a Deal Participations Closing and Monitoring Analyst, you will:. Play an integral part in the entire credit lifecycle, from pre-closing and closing o

Job Description Company Background: Ownwell has developed a leading end-to-end property tax solution that is purpose-built for SFR and CRE investors, operators, and property managers. We have brought Data Science and Machine Learning to a space that is ripe for disruption. We combine a best-in-class technology stack with local market expertise to reduce expenses, increase Net Operating Income, and drive operational efficiency for both our institutional clients and individual homeowners. Ownwell's solution ensures you have the necessary tools, resources, and information to confidently manage your property taxes. Ownwell has been recognized both in Austin and Nationally, as a top workplace by the likes of Fortune, BuiltIn, Inc, and Best Places To Work. We are well-funded and venture-backed by some of the best investors in the world such as First Round Capital and Bessemer Venture Partners. Our customer base has grown by more than 300% year-over-year with exceptional feedback demonstrating clear product market fit. We are looking for driven and passionate team members who thrive in a collaborative, positive culture where we all win together. If this sounds like the place for you, come help us change the way everyday homeowners manage their real estate across the country. Our Culture People are our superpower! Centered in everything we do is a true sense of team. We listen and we learn from each other. We are on this rocketship together and embrace a fast-paced, truly collaborative environment. We are here to win as a team and as a company. We've brought together General Appraisers, Certified Public Accountants, Property Tax Consultants, Data Scientists, PhDs, best-in-class customer support representatives, and more to deliver top results for our customers. Our core values are our guiding principles in everything we do • Customer Obsession, • Take Ownership, • Do The Right Thing, • Go Far Together, • Accelerate Innovation Meet The Growth & Marketing Team Ownwell's Growth & Marketing team is the company's growth engine. We bring in hundreds of thousands of customers through performance marketing, partnerships, lifecycle marketing, SEO, content, brand, sales, and emerging channels - working hand-in-hand with Product, Engineering, Data, Sales, and Operations to build one of the fastest-growing and most valuable property technology companies in the country. We move quickly, obsess over results, and aren't afraid to rethink how things have always been done. If you're energized by solving hard problems, building from first principles, and turning ideas into execution, you'll fit right in. The Role: We're looking for a growth lead for new markets - someone who can operate as a strategic thought partner, an operator, and a builder to expand our markets. This isn't a traditional growth role. You'll own some of our highest-priority initiatives, help shape strategy, and personally drive execution on the problems that matter most to the business. One day you may be building the go-to-market strategy for a new market expansion. Next, you could be working with Product, Engineering, Legal, and Operations to unlock a completely new growth opportunity. You'll have an unusually broad view of the company and work directly with senior leaders across nearly every function. What you'll do: • Own strategic growth initiatives. Lead one of Ownwell's most important geographic expansion efforts with full accountability for growth, customer acquisition, and business performance., • Solve the company's hardest cross-functional problems. Partner with Product, Engineering, Operations, Data, Sales, Finance, and Legal to identify bottlenecks, align teams, and drive business outcomes., • Turn ambiguity into action. Break down complex problems, develop thoughtful recommendations, and execute quickly with minimal oversight., • Act as a force multiplier. Help the VP of Growth & Marketing focus on the highest-leverage work by driving key initiatives from idea through execution., • Build new growth opportunities. Evaluate new products, partnerships, pricing strategies, acquisition channels, operational improvements, and market expansion opportunities., • Drive operational excellence. Establish goals, improve planning, track execution, and ensure high-priority initiatives stay on track across teams.Who you are:, • 2–4 years of experience in strategy consulting, investment banking, private equity, venture capital, or a high-growth startup., • Exceptionally ambitious with a strong desire to accelerate your career and take on outsized responsibility early, • A first-principles thinker who enjoys solving ambiguous, high-impact problems with creativity and rigor., • Highly analytical with the ability to quickly structure complex problems and develop practical, data-driven solutions., • Equally comfortable with strategy and execution - you enjoy developing the plan just as much as rolling up your sleeves to make it happen., • A natural owner who proactively identifies opportunities, drives alignment across teams, and follows through until the work is complete., • An outstanding communicator who can distill complex ideas, influence stakeholders, and build trust across every level of the organization., • Highly organized and detail-oriented, capable of managing multiple high-priority initiatives without letting things fall through the cracks., • Resourceful and resilient, with a bias toward action and the ability to thrive in a fast-paced, constantly evolving environment., • Committed to excellence and willing to make the tradeoffs required to produce exceptional work and accelerate your own growth., • You care more about learning, ownership, and impact than title or hierarchy.Why this role: This is one of the highest-leverage roles at Ownwell. You'll work directly with executive leadership, influence company strategy, and own initiatives that materially impact growth. You'll gain exposure to nearly every part of the business, from product and engineering to finance, operations, and marketing, and help shape how Ownwell scales over the coming years. If your long-term ambition is to become a General Manager, founder, or CEO, there are few opportunities that offer this level of ownership, breadth, and learning. Ownwell offerings • Entrepreneurial culture. Own your career; we are here to support you in the journey., • Access to First Round Network to build your community outside of Ownwell., • Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We close the company operations for the last week of the year to help the team recharge and reset., • Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage., • Learning support through a $1,000 stipend per year to enable investing in your individual learning needs., • Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent., • Equity participation. Bring a founder's mindset to grow and scale us., • Complimentary real estate and tax consulting licensing and renewal Base Salary Range: $120,000 – $150,000 USD annually This range reflects Ownwell's good faith belief at the time of posting of what we are prepared to pay the successful candidate for this role. Base salary within the range will be determined based on relevant experience, demonstrated skills and qualifications, and internal equity relative to peers in comparable roles. In addition to base salary, this position is eligible for an annual performance bonus, a grant of stock options, and Ownwell's benefits package including medical, dental, and vision coverage and a 401(k) plan. Ownwell's vision is to democratize access to real estate expertise. When we say we want to provide access, we mean providing access to everyone. To do that well, we need a team that's broadly representative. We welcome people from all backgrounds, ethnicities, cultures, and experiences. Ownwell is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other status.

At least 1 year of Investment Banking experience. Global Banking and Advisory (GLBA) combines wholesale coverage with world-class product financing and advisory expertise within one team.

We are working with a leading global investment bank that is expanding its Power, Utilities & Infrastructure investment banking franchise in New York following a period of significant growth and exceptionally strong transaction activity. The preferred candidate will currently be operating at the VP1

Investment Banking Division (IBD). Less than 1 year of Investment Banking experience including participation in formal summer analyst programs. We currently have open roles within our following investment banking divisions.

We are representing a leading global investment bank that is continuing to invest aggressively in its Power, Utilities & Infrastructure investment banking platform in New York. Associate, Power, Utilities & Infrastructure Investment Banking. You will work directly alongside senior bankers with backg

Assist client executives in management of a portfolio of client relationships (existing and new) as well as in development and expansion of these relationships.Analyze and draft financing/credit proposals;.Monitor completed transactions, account reporting, recommend improvements, ensure data quality

We are seeking an Investment Banking Associate to join our Life Sciences team, with a focus on the Biotechnology and Pharmaceutical sectors. The ideal candidate will be a first- or second-year Associate with prior healthcare investment banking experience in Biopharma or related sectors. Investment B

The Insurance Solutions team develops innovative capital and financing solutions at the intersection of insurance, structured finance, and alternative investments. Evaluate transaction risks, sensitivities, and stress scenarios to support investment and structuring decisions. Assist in the preparati

We are seeking a Director-level professional to manage client relationships, identify and evaluate new business opportunities, oversee the transaction process—including due diligence and credit approval—and assist with investor review and distribution functions.This position will primarily focus

Experience in a front office role with product expertise in debt capital markets and investment banking. Debt Capital Markets, Investment Banking, or related work environment, preferably with a market’s orientation. The DCM team works in collaboration with coverage, ECM, M&A, syndicate, sales and

Investment Banking, Corporate Development, or M&A Advisory with a focus on.

Head of Business Management for Investment Banking, Real Assets, and Global Trade. The Banking Support Group is a newly established, high-impact team of three dedicated to delivering premier operational support to Banking Front Officers across the entire deal lifecycle—from origination to closing.

Blacklock Group is proud to be partnering with a leading investment bank as it continues to expand its Technology Services Investment Banking team in New York. Investment Banking experience, ideally with exposure to Technology, Technology Services, TMT, M&A, or related sectors. Associate 1–2 (2–

Investment Banking Analyst - New York, NY. We are seeking a driven Investment Banking Analyst to join our New York office. The ideal candidate will have 1–3 years of investment banking experience and a strong foundation in M&A execution and financial analysis.

Jefferies is seeking a highly motivated Investment Banking Associate to join its Power, Utilities & Infrastructure (PUI) team in New York. Ideally 3-5 years of investment banking or similar experience in the PUI sector(s).

Titan Partners is seeking an Director to join our Investment Banking team who will be responsible for private & public capital market transactions, managing deal processes, and providing comprehensive financial advisory services to clients on the Titan Partners platform.

The scope of work will be multi-disciplinary, extending across M&A, capital markets and legal areas of expertise, and well as typical investment banking core competencies such as financial modeling and data analysis. Prior internship or work experience in investment banking, consulting, law, or corp

Financial services or investment management industry experience.

We are seeking a highly organized and proactive administrative assistant to support our Executive Assistant to the Global Head of Investment Banking. Provide administrative support to the Global Head of Investment banking in partnership with the lead Executive Assistant.

The Sustainable Investment Banking team sits within Investment Banking Coverage but works closely alongside product teams including debt capital market, leveraged finance and loan syndications. The Sustainable Investment Banking team sits within Investment Banking Coverage but works closely alongsid

Jefferies – Investment Banking Vice President (FIG – M&A). Prior experience at a global investment bank or FIG-focused advisory platform.

Candidates who have worked on middle-market M&A and capital-raising transactions and are comfortable operating in a lean, entrepreneurial investment banking environment will be particularly well suited to the role. Investment Banking Experienced Analyst. Investment Banking Experienced Analyst.

Jefferies is seeking an experienced and highly motivated Senior Vice President to join its Real Estate, Gaming & Lodging (REGAL) Investment Banking team in New York.

Investment Banking Analyst II/III, Leveraged Finance. We are seeking an experienced Investment Banking Analyst to join our Leveraged Finance team in New York.

InvestmentBanking #MetalsAndMining #MiningFinance #NaturalResources #MandA #CapitalMarkets #PrivateEquity. Managing Director / Director | Metals & Mining Investment Banking. We're partnering with a specialized global investment banking platform seeking a senior Metals & Mining banker to help expand

The Insurance Solutions team develops innovative capital and financing solutions at the intersection of insurance, structured finance, and alternative investments. Evaluate transaction risks, sensitivities, and stress scenarios to support investment and structuring decisions. Assist in the preparati

A minimum of 5 years of progressive experience in commercial lending and asset financing support management within a commercial banking environment. Proven familiarity with essential banking systems such as Cash Plus and Loan IQ.